What this article covers
This article explains what the Actionable Items report includes, how to access it, and how the report is structured depending on whether approval is enabled.
What does the Actionable Items report show?
The Actionable Items report gives you a folder-by-folder count of documents that require action. It covers all the key document states so you can quickly spot what needs to be exported, reviewed, or resolved - without having to open each folder individually.
How do I access the Actionable Items report?
To access the Actionable Items report, click on the Reports button on the top of the screen and locate the report. You can choose to download the report in XLS or View the report as an interactive dashboard that supports filtering. You can also receive the report via email.
Who can access the Actionable Items report?
The Actionable Items report is available to anyone, but they will see just the folders they have access to.
Can I receive the Actionable Items report on a regular basis to my email?
Yes, the owner or manager of the account can set up the Actionable Items report to be emailed to specific recipients on a regular basis. To schedule the report, have the owner or manager of the account follow the steps in this article.
What does the Actionable Items report include?
The Actionable Items report always includes the following document counts for each folder:
Ready for export — invoices that have been processed and are ready to send to your accounting system
Duplicates — invoices flagged as potential duplicates
Not extracted — documents that could not be extracted and need attention
Export error — invoices that failed during export
If the approval feature is enabled for a folder, the report also includes:
Awaiting approval — invoices submitted for approval but not yet reviewed
Approved — invoices that have been approved and are waiting to be exported
Rejected — invoices that were rejected during approval; these can be deleted or re-approved
You can easily see which folders have the approval feature enabled directly in the report, and sort by any document state column to prioritise your work.
Screenshot of the Actionable Items report in XLS format:
Screenshot of the Actionable Items report when viewed as a dashboard in Datamolino:
